See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,378 | $51,175+4.3% | $70,515-24.3% | $75,163-29.0% |
| Participation rate | 48.0% | 60.9%-12.9pp | 68.3%-20.3pp | 67.2%-19.2pp |
| Annual return | 22.16% | 30.02%-7.9pp | 32.77%-10.6pp | 160.62%-138.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,471 | $2,849-48.4% | $4,567-67.8% | $4,125-64.3% |
| Admin fee / account holder | $4 | $4,091-99.9% | $6,412-99.9% | $5,651-99.9% |